OpenAI報告稱，只有有限的憑證從代碼庫中被竊取，並未產生更廣泛的影響。

Short seller Culper Research disclosed a short position in Nvidia, alleging more than 20% of the company’s FY2026 compute revenue remains tied to China despite US export restrictions. The report claims Nvidia-linked products were diverted through Southeast Asian intermediaries including Megaspeed and Malaysia-based Speedmatrix, with alleged connections to Alibaba-backed procurement channels. Culper also alleged Nvidia had the ability to detect diversion activity and questioned CEO Jensen Huang’s relationship with Megaspeed-linked executives. The firm argued Nvidia’s China business is now facing structural decline as Beijing increasingly favors domestic AI hardware alternatives.

美聯儲卡什卡利：即使霍爾木茲海峽重新開放，供應鏈恢復正常也需要幾個月時間。